LM Advisors’s Power Integrations POWI Stock Holding History

LM Advisors’s Portfolio POWI Stock Details POWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,234	Closed	-$231K	–	212
2024 Q1	$231K	Hold	3,234	–	–	0.04%	194
2023 Q4	$266K	Buy	+3,234	New	+$248K	0.05%	167

Other funds holding POWI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LM Advisors's POWI Position: Q2 2024 in Review

LM Advisors sold out of Power Integrations (POWI) in Q2 2024, closing a stake of 3,234 shares — an estimated $231K sold.

LM Advisors first reported a position in POWI in Q4 2023 and held it in 2 quarters. The position peaked at $266K in Q4 2023. 350 funds tracked by Wall St. Rank hold POWI as of Q2 2024.

LM Advisors reported no remaining Power Integrations position as of Q2 2024 after selling out during the quarter.
LM Advisors sold 3,234 Power Integrations shares in Q2 2024, an estimated $231K.
LM Advisors first reported a position in Power Integrations in Q4 2023 and held it in 2 quarters.
LM Advisors's Power Integrations position peaked at $266K in Q4 2023.
350 funds tracked by Wall St. Rank held Power Integrations as of Q2 2024.

Based on LM Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.